Concerning Dino Polska. How long do you think the runways still is? I don’t want to be the person holding their stock when they announce they can’t grow that hard anymore. Do you think we’ll see similar expansion for the next 5 years?
That's exactly the question I will try to answer in a future article. I plan to meet with a retail specialist in Omaha, so the article should be out in May or June. In the short-term, I think we're good.
You'll receive the database this weekend which gives you my current position on the valuation. My quick analysis: For a double in 5 years, I feel the price is a bit too high now. The growth is not the problem. It's the current multiple that might be. I'm betting there will be better entry points during 2025... The deep dive will focus on the end game, the long-term opportunity.
I already own the stock for over a year. So entry is not really applicable to me. The way I see it is that the stock is too expensive to buy, but not expensive enough to sell. So I’m keeping it.
Concerning Dino Polska. How long do you think the runways still is? I don’t want to be the person holding their stock when they announce they can’t grow that hard anymore. Do you think we’ll see similar expansion for the next 5 years?
That's exactly the question I will try to answer in a future article. I plan to meet with a retail specialist in Omaha, so the article should be out in May or June. In the short-term, I think we're good.
I’ll wait with my decision until then. Thanks.
Nice write-up. Happy to see the company is doing great. However, I’m missing a small section on the valuation? Will this be present in the deep dive?
You'll receive the database this weekend which gives you my current position on the valuation. My quick analysis: For a double in 5 years, I feel the price is a bit too high now. The growth is not the problem. It's the current multiple that might be. I'm betting there will be better entry points during 2025... The deep dive will focus on the end game, the long-term opportunity.
I already own the stock for over a year. So entry is not really applicable to me. The way I see it is that the stock is too expensive to buy, but not expensive enough to sell. So I’m keeping it.